---
title: "How to add Call Reporting fields to the Task"
slug: "process-documentation-template"
updated: 2026-07-22T09:44:59Z
published: 2026-07-22T09:44:59Z
canonical: "docs.natterbox.com/process-documentation-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.natterbox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to add Call Reporting fields to the Task

If you want to add a field from the Call Reporting record to the associate Task, you can add a formula field to achieve this. The following is an example of pulling the Call Direction field onto the related Activity.

## **Steps**

1. From Setup, navigate to the Activity object.
2. Create a new formula field.
3. Label your new field and select the formula return type of ‘Text’
4. For the formula creation, select ‘Advanced Formula’
5. Click ‘Insert Field’ and find the related ‘Call Reporting’ record. Select the Call Direction field and select ‘Insert’
6. Add TEXT(examplefield) around the field

![Field selection interface displaying various call reporting options and related fields.](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot 2025-11-05 at 2.57.32 PM.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A49%3A46Z&se=2026-10-12T07%3A49%3A46Z&sr=c&sp=r&sig=gur%2BeNAX0hc4IWYraIXELTE4%2BoQcI8BQPXCibTVtsP8%3D)

![Formula entry section with example and syntax check for text functions.](https://cdn.document360.io/c81c490c-daaa-4ebd-a3c3-1a2dee8b7617/Images/Documentation/Screenshot 2025-11-05 at 3.23.38 PM.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A49%3A46Z&se=2026-10-12T07%3A49%3A46Z&sr=c&sp=r&sig=gur%2BeNAX0hc4IWYraIXELTE4%2BoQcI8BQPXCibTVtsP8%3D)

1. Set field permissions and page layout as desired.
2. Save!